See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $3,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,729 | $34,934-75.0% | $56,411-84.5% | $74,495-88.3% |
| Participation rate | 99.1% | 32.8%+66.3pp | 52.5%+46.6pp | 67.2%+31.9pp |
| Annual return | 14.08% | 25.94%-11.9pp | 1701.33%-1687.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $443 | $609-27.3% | $1,039-57.4% | $2,623-83.1% |
| Participant deferral / active EE | $2,230 | $1,170+90.5% | $1,952+14.3% | $4,346-48.7% |
| Admin fee / account holder | $54 | $2,364-97.7% | $2,829-98.1% | $1,942-97.2% |